Insurance Retention Specialist
3 days ago
About the Role:
We are looking for a highly skilled Service Consultant to join our team. As a Service Consultant, you will be responsible for retaining existing policies and growing our customer base.
Your Key Tasks:
- Identify opportunities to upsell and cross-sell services
- Build strong relationships with clients to increase retention rates
- Communicate effectively with internal stakeholders to ensure seamless service delivery
- Stay up-to-date with industry developments to maintain expertise
Your Qualifications:
- Degree in a relevant field or equivalent experience
- RE5 certification & FAIS compliance (or working towards it)
- 2+ years of experience in short-term insurance servicing & retentions
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